JavaScript Embed Features
Custom Forms
Collect structured data from users during conversations using Capture cards and the Forms system.
Overview
Docimal provides two ways to collect structured data during conversations. Capture cards in workflows collect individual inputs (text, email, phone, number, date, or choice) one at a time within the chat flow. The Forms system allows you to create multi-field forms that can be linked to chatbot agents for more complex data collection scenarios.
Capture Cards in Workflows
Capture cards are workflow building blocks that pause the conversation to collect user input. Configure the input type (text, email, phone, number, date, or choice with predefined options), a prompt message, and validation rules. The captured value is stored in a workflow variable that subsequent cards can reference using the {{variable}} syntax. Use multiple Capture cards in sequence to collect several pieces of information.
Forms Management
The Forms system lets you create reusable, multi-field forms in the Docimal dashboard. Each form has a lifecycle: Draft (editable, not visible to users), Published (active and available for use), and Archived (disabled). You can duplicate forms to create variations. Forms are managed per workspace and can be linked to specific chatbot agents. Create forms via the dashboard or programmatically through the Forms API.
Best Practices
Keep forms short — collect only essential information to minimize abandonment. Use Capture cards for simple, conversational data collection (1-3 fields). Use the Forms system for complex multi-field data collection like registrations or support tickets. Always validate input on the server side. Use choice-type captures when you need controlled, predictable responses from users.